Latest News
Member of GenTrust’s Advisor Team Mimi Duff on CNBC Squawk Box
September 16, 2021 - We will see overall CPI hit 6% or higher, causing pullback: Investor CNBC’s “Squawk Box” team discusses markets and investment strategies with Mimi Duff of GenTrust and Greg Branch of Veritas Financial. Watch the clip here.... [Continue Reading]
TortoiseEcofin Senior Portfolio Manager Matt Sallee in Bloomberg News
September 15, 2021 - Oil Surges With Depleting U.S. Inventory Signaling Tight Supply Oil jumped amid indications of a rapidly tightening market after a U.S. government report showed a bigger-than-expected decline in crude stockpiles. U.S. crude futures advanced as much as 3.8% in New... [Continue Reading]
GenTrust Principal George Perez in Barron’s Advisor Podcast
September 15, 2021 - Going the Extra Mile for Wealthy Clients Sometimes high-touch service means helping clients buy a Kentucky Derby-caliber racehorse, says GenTrust co-founder George Perez. Listen here.... [Continue Reading]
EquityZen Senior Business Development Associate Brianne Lynch in RIA Intel
September 14, 2021 - Where Advisors Are Turning to Manage Concentrated Holdings and Invest in Pre-IPO Companies These platforms may be quite handy during a booming bull market. The S&P 500 Index — which has roughly doubled in value since the start of 2017... [Continue Reading]
TortoiseEcofin Portfolio Manager Rob Thummel in CNBC
September 14, 2021 - Europe’s gas shortage could make the whole world pay more to get warm this winter Natural gas prices have surged more than 35% in the past month, as worries grow there is not enough gas stored up for the winter should... [Continue Reading]
ETF Managers Group Cannabis Research and Banking Expert Jason Wilson on W420 Radio Network
September 13, 2021 - S3.E21. Cannabis ETF Funds. Hemp Feed Cattle. Pre-Rolled Joint Technology. Know the Tax Laws! ETF Funds for Cannabis Investing Jason Wilson brings his 20+ years of experience in asset management to ETFMG, a one-stop-shop for cannabis investing. It provides investors exposure... [Continue Reading]
Helping the FDNY
September 10, 2021 - Never forget: For some, it has been a mission for 20 years After his picture-perfect morning in Atlantic City came to a shocking end with images on his hotel TV of planes hitting buildings … after his race up the... [Continue Reading]
ETF Managers Group Bond Market Expert Bryce Doty on CNBC The Exchange
September 10, 2021 - Sit Investment’s Bryce Doty on why investors should become ‘passive aggressive’ Bryce Doty, Sit Investment Associates senior portfolio manager, discusses how investors can hedge portfolios against potential volatility in markets. Watch the clip here.... [Continue Reading]
Nj.com Reveals how Secaucus Company Artistic Tile Sues Valley Bank Over Fake Checks Totaling $5 Million
September 09, 2021 - Fraudsters stole $5M with bad checks, company claims in suit against Valley Bank A Secaucus company sued Valley Bank, claiming the New Jersey financial institution allowed fraudsters to pass fake checks against the company’s checking account to the tune of... [Continue Reading]
TortoiseEcofin Portfolio Manager Rob Thummel in Bloomberg News
September 09, 2021 - Oil Resumes Slump as China Intervenes in Oil Markets Oil backtracked as investors returned their focus to China’s decision to open its strategic crude reserves, signaling it would not shy away from intervening in markets to lower domestic prices. Futures... [Continue Reading]
Chief Investment Officer of Laffer Tengler Investments Nancy Tengler on CNN Markets Now
September 08, 2021 - FULL SHOW 09/08/2021: Wall Street is getting worried ADP’s Nela Richardson on what disappointing August job numbers signal for the recovery. Plus, Masterworks Founder & CEO Scott Lynn on the democratization of the $1.7 trillion art market. And Laffer Tengler’s... [Continue Reading]
PS&S Executive Vice President Ted Osborne in ROI-NJ
September 08, 2021 - Flight plan: Warren engineering firm enjoying work on revolutionary aerial transportation systems If flying taxis do take off — it’s going to be a local engineering firm helping in the initial liftoff. PS&S Architecture and Engineering P.C. is focusing heavily... [Continue Reading]
Thornburg Investment Management President and CEO Jason Brady on Bloomberg Markets: The Close
September 08, 2021 - Bloomberg Markets: The Close (09/07/2021) September 7th, 2021, 8:34 PM EDT Romaine Bostick, Taylor Riggs & Sonali Basak bring you the latest news and analysis leading up to the final minutes and seconds before the closing bell on Wall Street... [Continue Reading]
Chief Investment Officer of Laffer Tengler Investments Nancy Tengler on CNBC Trading Nation
September 07, 2021 - As Match Group prepares to join S&P 500, two traders share what’s next for the stock Todd Gordon of Inside Edge Capital Management and Nancy Tengler of Laffer Tengler Investments lay out what’s in store for dating stock Match Group,... [Continue Reading]
GenTrust Chief Investment Officer Jim Besaw in InvestmentNews
September 07, 2021 - How the advisory industry has been preparing for the next 9/11 event In the two decades since 9/11, the financial industry has been preparing for the next terrorist attack, in whatever form it might take. In observance of the 20th anniversary... [Continue Reading]
Zito Partners Founder Rob Zito and GenTrust Chief Investment Officer Jim Besaw in The Wall Street Journal
September 07, 2021 - After the 9/11 Attacks, Wall Street Bolstered Its Defenses While advances in technology have changed markets radically, some now worry cyberattacks pose a leading threat to trading operations The nearly weeklong stock-market shutdown that followed the Sept. 11 attacks seems... [Continue Reading]
ETF Managers Group Bond Market Expert Bryce Doty in The Bond Buyer
September 07, 2021 - Supply/demand imbalance hangs over market The municipal market was little changed on Friday as a disappointing August jobs number punctuated an otherwise lackluster day of light trading activity ahead of the Labor Day holiday. Trading fell to a trickle at... [Continue Reading]
ETF Managers Group Shipping Industry Expert John Kartsonas in Kiplinger
September 07, 2021 - 4 Shipping Stocks That Could Sail Higher Amid global supply chain disruptions and surging freight costs, shipping stocks look attractive right now. Here are four names to watch. While normally floating along behind the scenes, marine shipping stocks have percolated... [Continue Reading]
Civilized Worldwide Inc. in Benzinga
September 03, 2021 - Tumblr Has Launched A Dedicated Cannabis Blog, And It’s Awesome Tumblr and Civilized Worldwide Inc. have gone live with the cannabis.tumblr.com blog, positioned as the new home of cannabis, hemp and CBD on Tumblr. In addition, Tumblr will welcome legal category advertisers, bringing U.S. consumers and brands... [Continue Reading]
GenTrust Chief Operating Officer Zulay Labra in Barron’s Advisor
September 03, 2021 - Hurricane Season is in Full Swing. It’s Not Too Late for Advisors to Make an Emergency Plan As millions of Americans scramble to deal with devastation and flooding wrought by Hurricane Ida, financial advisors are facing additional tasks: how to... [Continue Reading]
TIFIN in Wealthmanagement.com
September 03, 2021 - The Evolution of Risk Evaluation As risk evaluation becomes more deeply entrenched in wealth management, advisors face critical questions about economics and psychology. The study of risk in financial services has been a “modern” concept for decades, and it has... [Continue Reading]
Laffer Tengler Investments Chief Investment Officer Nancy Tengler on TD Ameritrade Network
September 02, 2021 - Acceleration In Digital Economy Growth: Assessing Market Valuation Measures Growth in the digital economy is accelerating; it is now the fourth largest industry as a share of total GDP at 10.6%, says Nancy Tengler, Chief Investment Officer at Laffer Tengler... [Continue Reading]
TortoiseEcofin Senior Portfolio Manager Quinn Kiley in Bloomberg News
September 01, 2021 - Oil Inches Up as Petroleum Report and OPEC+ Unity Calms Market U.S. crude futures closed modestly higher after OPEC+’s relatively harmonious decision to gradually raise supply and a bullish U.S. oil inventory report. Futures erased intraday losses to climb 0.1%... [Continue Reading]
Founder and President of ETF Manager Group’s GAMR ETF index provider, Ted Pollack, in The Wall Street Journal
August 30, 2021 - GameStop Stock Rally Passes by Some Previous Winners A number of exchange-traded funds that benefited from the early-year surge in meme stocks have since backed away Many exchange-traded funds that scored big on the meme-stock craze earlier this year are... [Continue Reading]
Volta in Barron’s as Tortoise Acquisition Corp. III Sponsors SPAC
August 27, 2021 - EV Charging Firm Volta Is Going Public But Raising Less Money Than Expected Electric-vehicle charging firm Volta Industries is set to debut on the New York Stock Exchange Friday, after closing a merger with a special purpose acquisition company, or SPAC, on Thursday.... [Continue Reading]
Thornburg Investment Management Co-Head of Investments Jeff Klingelhofer on Yahoo Finance
August 26, 2021 - “I do think [the Fed is] worried about asset bubbles, I do think they’re worried about the frothiness, and I think it’s the right question to be asking: Should they be pulling back?” Thornburg’s Jeff Klingelhofer says. “And at this... [Continue Reading]
TortoiseEcofin Managing Director Brian Kessens in Bloomberg News
August 25, 2021 - Oil Gains as Crude and Fuel Demand Withstands Latest Viral Wave Oil rose for a third session after a U.S. government report showed that crude and gasoline inventories fell despite fears that the delta variant’s spread would sap demand. Futures... [Continue Reading]
CEO of GRASS QOZF Don Harmer in Jimmy Atkinson’s OpportunityDb Podcast
August 25, 2021 - The OZ Fund With A $1,000 Minimum, with Don Harmer How can non-accredited investors with smaller capital gains participate in Opportunity Zone investing? Don Harmer is the president and CEO of the GRASS QOZF. GRASS is focused on Lyon County,... [Continue Reading]
Chief Investment Officer of Laffer Tengler Investments Nancy Tengler on CNBC Closing Bell
August 25, 2021 - Markets breathe a sigh of relief over delta Nancy Tengler from Laffer Tengler Investments and Mike Santoli from CNBC Business News join Closing Bell to discuss today’s markets and what to expect ahead of the close and through the rest... [Continue Reading]
TIFIN in WealthManagement.com
August 24, 2021 - TIFIN Makes Second Media Acquisition, Adding StockNews.com The startup incubator and collaboration hub is spending $100 million to reshape the consumer financial media newsletter landscape. TIFIN announced on Tuesday the second acquisition in its $100 million campaign to reshape the consumer financial... [Continue Reading]
TIFIN In ETF Trends
August 24, 2021 - ETF Industry Vet Sharon French Joins Fintech Platform, TIFIN In a move that underscores the increasing importance of distribution in the ETF industry, financial industry veteran Sharon French recently joined emerging ETF and mutual fund platform TIFIN. TIFIN is a fintech... [Continue Reading]
ETF Managers Group Bond Market Expert Bryce Doty on Bloomberg Markets: The Close
August 23, 2021 - Click here to see Bryce Doty, Bond Market Expert at ETF Managers Group, discusses the upcoming Jackson Hole meeting and how inflation is continuing to rise on Bloomberg Markets: The Close. His interview starts at 50:06.... [Continue Reading]
ETF Managers Group Bond Market Expert Bryce Doty on Maria Bartiromo’s Wall Street- Fox Business
August 23, 2021 - Click here to see ETF Managers Group Bond Market Expert Bryce Doty on Maria Bartiromo’s Wall Street on Fox Business as he shares his thoughts on what he expects to hear from the Federal Reserve at the Jackson Hole meeting.... [Continue Reading]
ETF Managers Group Shipping Industry Expert John Kartsonas on Yahoo Finance
August 23, 2021 - Port congestion in China is ‘getting worse by the day’: Breakwave Advisors Founder Breakwave Advisors Founder and Managing Partner John Kartsonas breaks down how Chinese port congestion is impacting the United States. Watch the clip here.... [Continue Reading]
Thornburg Investment Management President and CEO on CNBC The Exchange
August 23, 2021 - What’s driving markets? Jason Brady, president and CEO of Thornburg Investment Management, joins The Exchange to discuss a potential Fed taper and it’s effect on the markets. Watch the clip here.... [Continue Reading]
Chief Investment Officer of Laffer Tengler Investments Nancy Tengler on Fox Business
August 23, 2021 - Experts weigh in on market concerns amid Afghanistan conflict Aug. 20, 2021 – 6:19 – Jim Awad, Nancy Tengler and Erin Gibbs weigh in on Biden’s exit strategy from Afghanistan and the impact this could have on the market on... [Continue Reading]
GenTrust Wealth Management Advisor Mimi Duff on Bloomberg Markets: The Close
August 23, 2021 - Mimi Duff, Wealth Management Advisor, at GenTrust, joined Bloomberg TV The Close on August 19, 2021. She shares thoughts on why inflation will increase and says the Fed tapering won’t disrupt the markets. Watch the clip here.... [Continue Reading]
Thornburg Investment Management Portfolio Manager Sean Sun in The Wall Street Journal
August 23, 2021 - Stocks Recover as Dow Hits New Record Data showing slowdown in Chinese growth had dragged down share benchmarks in morning trading U.S. stocks finished mostly higher Monday and oil prices fell after data showed a slowdown in China’s economy.... [Continue Reading]
TortoiseEcofin President Matthew Sallee in Bloomberg News
August 23, 2021 - Crude Drops to Three-Month Low After U.S. Fuel Demand Falls Crude in New York dropped to the lowest since May after a surprise increase in U.S. gasoline inventories signaled fuel demand is under threat with the delta variant menacing the... [Continue Reading]
TortoiseEcofin Managing Director Brian Kessens in Bloomberg News
August 23, 2021 - Oil Gains as Weaker Dollar Offsets Disappointing Stockpile Draw Oil rose as a weaker dollar offset a government report that showed a smaller-than-expected decline in crude stockpiles in the wake of a viral resurgence. Futures advanced 1.4% after falling as... [Continue Reading]
Chief Investment Officer of Laffer Tengler Investments Nancy Tengler on CNBC Trading Nation
August 10, 2021 - Trading Nation: Two traders share the sectors they’re picking after infrastructure bill passes the Senate Nancy Tengler of Laffer Tengler Investments and Michael Bapis, Vios Advisors at Rockefeller Capital Management discuss the areas they’re watching after the passing of the... [Continue Reading]
Chief Investment Officer of Laffer Tengler Investments Nancy Tengler on CNBC Trading Nation
August 10, 2021 - Chinese stocks stretch comeback into day two, but trader warns it may not last Nancy Tengler of Laffer Tengler Investments and Michael Bapis of Vios Advisors at Rockefeller Capital discuss the China stock comeback and what could come next. Watch... [Continue Reading]
Volta CEO Scott Mercer on Yahoo Finance
August 09, 2021 - Volta founder on strategies for electric vehicle charging stations Scott Mercer, Founder and CEO of Volta, joins Yahoo Finance to discuss Biden’s EV push, consumer acceptance of electric vehicles, and future outlook on EV charging. Volta is being taken public... [Continue Reading]
Bond Market Expert and Partner in ETF Managers Group’s VALT ETF Bryce Doty on CNBC The Exchange
August 09, 2021 - The biggest bubble right now is Treasury bonds, Bryce Doty says Bryce Doty, senior portfolio manager at Sit Investment Associates and Hugh Johnson, head of investment strategy at Hugh Johnson Advisors, join The Exchange to discuss the economic outlook despite... [Continue Reading]
GenTrust Principal Elena Hernández on CNBC The Exchange
August 06, 2021 - Dow and S&P close the week at record highs “We’re very happy to see this data that keeps supporting the recovery that we’ve all been expecting,” Elena Hernández from GenTrust tells Sara Eisen on Closing Bell. Watch the clip here.... [Continue Reading]
Thornburg Investment Management Portfolio Manager Josh Rubin in MarketWatch
August 06, 2021 - Dow, S&P 500 head for records Friday after stronger-than-expected jobs report The Dow and the S&P 500 index were trading in record territory Friday afternoon after the monthly U.S. jobs report came in better than expected, as the economy continues... [Continue Reading]
ETF Managers Group Director of ETF Sales Stephen Gardner on TD Ameritrade Network
August 06, 2021 - Investing In “Hot” Thematic ETFs: GERM, AWAY, IPAY ETFMG Treatments Testing and Advancements ETF (GERM), hit all-time highs this week. Stephen Gardner, Director of ETF sales at ETFMG. He discusses what to know about thematic ETF investing. He mentions two... [Continue Reading]
Chief Investment Officer Nancy Tengler of Laffer Tengler Investments on CNBC The Exchange
August 06, 2021 - Here’s the common thread of companies planning to do buybacks Paul Hickey from Bespoke Investment Group and Nancy Tengler from Laffer Tengler Investments join The Exchange to discuss some of the companies looking into buybacks. It’s important to distinguish whether... [Continue Reading]